We are live on ! Find out more
VTRS icon

Viatris

988 hedge funds and large institutions have $8.8B invested in Viatris in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 356 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $59.7M

0.09% less ownership

Funds ownership: 76.57%76.48% (-0.09%)

1% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 84

7% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 384

3% less funds holding

Funds holding: 1,015988 (-27)

14% less capital invested

Capital invested by funds: $10.2B → $8.8B (-$1.43B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
988
Holders Change
-27
Holders Change %
-2.66%
% of All Funds
15.75%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
83
Increased
356
Reduced
384
Closed
84
Calls
$62.5M
Puts
$59.7M
Net Calls
+$2.79M
Net Calls Change
-$93.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
851
Commonwealth Equity Services
Massachusetts
$2.5K +$80.1K +7,219 +3%
CCA
852
Column Capital Advisors
Indiana
$2.48K +$566 +51 +25%
DI
853
Disciplined Investments
Oklahoma
$2.37K +$11 +1 +0.4%
GIA
854
GHP Investment Advisors
Colorado
$2.35K +$11 +1 +0.4%
CCM
855
Chilton Capital Management
Texas
$2.26K +$2.61K +235 New
GGI
856
Godsey & Gibb Inc
Virginia
$2.23K -$1.11K -100 -30%
IBOK
857
Independence Bank of Kentucky
Kentucky
$2.2K
PCTC
858
Perkins Coie Trust Company
Washington
$2.2K +$2.54K +229 New
BA
859
Bellwether Advisors
Nebraska
$2.19K +$11 +1 +0.4%
HS
860
Horan Securities
United States
$2.12K +$22 +2 +0.9%
LTI
861
Laffer Tengler Investments
Tennessee
$2.11K
KFS
862
Kelly Financial Services
Massachusetts
$2.11K +$22 +2 +0.9%
TCWA
863
Ten Capital Wealth Advisors
Washington
$2.04K -$854 -77 -27%
HWM
864
HighMark Wealth Management
Minnesota
$2.03K +$22 +2 +1%
BG
865
Bollard Group
Massachusetts
$2K -$12.4K -1,119 -81%
CCM
866
Copeland Capital Management
Pennsylvania
$2K -$4.79K -432 -70%
MFA
867
McClarren Financial Advisors
Pennsylvania
$2K +$44 +4 +0.8%
GIS
868
Grayhawk Investment Strategies
Alberta, Canada
$2K +$288 +26 +21%
PVH
869
Psagot Value Holdings
Israel
$2K +$477 +43 +27%
Lazard Asset Management
870
Lazard Asset Management
New York
$2K +$887 +80 +43%
SFG
871
Steward Financial Group
Texas
$2K +$2.41K +217 +301%
PP
872
Pacifica Partners
Canada
$1.97K +$233 +21 +12%
BCM
873
Blume Capital Management
California
$1.92K
NEAM
874
New England Asset Management
Connecticut
$1.82K
SSC
875
Syverson Strege & Co
Iowa
$1.82K +$1.48K +133 +238%

VTRS Hedge Fund Activity: Q1 2023 in Review

988 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2023, worth a combined $8.8B — down 14% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 83 opened new positions — a net loss of 1 holder — while 384 trimmed existing stakes and 356 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $96.3M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $58.4M sold.

  • 988 institutional investors held Viatris (VTRS) as of Q1 2023, down from 1,015 in Q4 2022.
  • Funds reported $8.8B of Viatris stock for Q1 2023, down 14% quarter-over-quarter.
  • 83 funds opened new Viatris positions in Q1 2023 and 84 closed out, a net change of -1 holder.
  • The largest Viatris buyer in Q1 2023 was T. Rowe Price Associates, an estimated $96.3M added.
  • The largest Viatris seller in Q1 2023 was Jacobs Levy Equity Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2023.